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20130318
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's quarterly results and guidance perhaps a little bit disappointing. let's get back to our guest host steve romack for the last words. you like aon. it's one of the larger positions. >> only 20% comes from the u.s. of the revenue -- is that what you said? >> 20% of the companies that we hold. 20% are domiciled in the u.s. and 50% come from overseas and a lot of the things we're finding lately have been a special situation. we were long renault and short nissan because we were able to create the stub at a negative $5 billion euro valuation with the company that has great balance sheet and cash flowing positive and we're long vodafone and short verizon because vodafone owns 45% of verizon wireless and verizon owns 55%. we were creating the stub at a pretty inexpensive price. >> anything else that you like? >> you don't like the consumer. >> we're cautious. we're scared of how the government keeps putting money in people's market. the government trumped 2.4 million jobs and they didn't talk about the 1.9 million people on food stamps and snap program. so we're just very, very cautious. >> you'
. it was a growth stock. it missed the quarter. quarters matter and andy grove, they went toe to toe with steve jobs in walter eisen's book, but the quarterly increment, and it is a fair way to judge everybody. >> best book ever. >> apple's failed that test of the quarterly report. >> all right. coming up, is a yoga pants crisis coming? lululemon recalling pants that are too sheer. picture this. now there could be a shortage in the price of yogawear, what might that mean for the stock? we'll talk about that and tight, sheer, yoga pants, melissa. >> lulugetton. . you ready? we wanna be our brother's keeper. what's number two we wanna do? bring it up to 90 decatherms. how bout ya, joe? let's go ahead and bring it online. attention on site, attention on site. now starting unit nine. some of the world's cleanest gas turbines are now powering some of america's biggest cities. siemens. answers. falling. falling. it is recalling some of its yoga pants because of their sheerness. the move affects 17% of the bottoms it has in stock and lululemon is offering full refunds to customers. one analyst points out t
that apple is at risk of having a dusty product? >> well, i think you have to separate two things. steve jobs only gave you one product and he told you you'd like it and you did. tod today, unfortunately, a lot of consumers may want a bigger phone and a new phone and apple is not giving you the breadth and the product line that a lot of us would like. i don't know if you call that dusty or not, but what i would say is you don't have a lot of choice. when the iphone first came out it was the only thing out there that could do what it did. today, i would argue samsung makes a better phone and the good thing about an cell they have a great ecosystem in i tunes. i have over 1,000 songs and books and movies in there so that kind of keeps me locked in so i'm probably not going to be able to move to a samsung phone, but in emerging market countries where you're buying your first phone, don't forget, apple's total share of the handset business is 8%. so the other 92% that have other phones, you know, they may move to samsung and apple may lose out on those future sales and that's -- whether it's a du
that the cyprus crisis will not be fixed any time soon and will come with serious consequences. steve sedgwick is standing by with the latest from there. but first our own michelle crew c caruso-cabrera is live in cyprus. >> reporter: the situation here grows increasingly desperate. they're down to the wire. cyprus government has to make a decision about what they're going to do. look at the lines that have started to form at nearly every atm of the bank here in cyprus, this liky is considered one of the weakest. they're still able to get money out of the atms in cyprus though banks have been closed all week and won't reopen until tuesday at the earliest. people in line are quite frightened because they know that this is the weakest bank and there had been rumors about it. it is likely to be part of any consolidation effort is that ultimately is what happened. that's every single day likely to be the case. listen to what one man said. he's been taking out money every single day. >> i just took $1,000. i've been taking $1,000 every day. personally i'm taking this money and cash with me to the u
the keyboard. >> i'll tell you what's ironic, when i went to my college reunion. steve ballmer was using a nokia. why? microsoft -- >> exactly. he said look at this. oh, my god, i've never seen one of those. >> because nobody has one. >> if he'd pulled out a blackberry, it would be game, set, match, right? everything is riding on this blackberry thing at this point given what the stock has done. if there's anything less than a blockbuster, what happens to the stock? >> i think that -- yes. i think we're in the first 48 hours thing and we'll will have one of those things and if it's a dud, but the press reports have been pretty good about it, and i think there are people who are still wedded to the keyboard. i think it's okay. >> i think it depends on how you're valuing the stock. there are some analysts throughout in their models they assigned nothing in the device part of the business. >> that was that great -- the sum of the parts analysis and unfortunately the parts are together right now. so the only time we'll see that value is if parts are actually apart. >> a lot of breakup analys
in the biggest worry to me is the effect of this whole union of the think banking commit pep steve liesman was talking about it this morning and i think he's right. there will be people slowly moving deposits out of the higher risk countries and maybe into the u.s. and the uk, as well. here's what to look for. april 4th and that's the ecb meeting. watch what mario draghi has to say about that and that he'll make liquidity more available to banks. remember those ltros that they did about a year ago. don't be surprised that they dragged those things out again and everybody was talking about the weak top line growth. there is the company that has to be the envy for everybody looking for top line growth. their projected sales for 2014 and 10% to 12% increase and take out all of the new stores and same-store sales growth, 4% to 6% and those are really good numbers and that stock's up today sitting at a six-month high and i want to see a big welcome to people on the floor and we have ice traders on the floor and intercontinental exchange and they have 40 new traders in the blue room and they'll
Search Results 0 to 5 of about 6